+274.8%
WLDN price history and return analytics
+74.0%
+200.8%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.1% |
| 7D | +6.3% | +2.4% | +4.0% | +3.3% |
| 30D | -2.2% | -1.5% | -0.7% | -0.3% |
| 3M | -16.9% | -4.1% | -12.8% | -12.4% |
| 6M | -22.7% | +0.6% | -23.2% | -23.4% |
| YTD | -32.1% | +11.0% | -43.1% | -40.2% |
| 1Y | -23.7% | +13.3% | -37.1% | -34.3% |
| 3Y | +274.8% | +73.4% | +201.4% | +37.4% |
| All | +274.8% | +74.0% | +200.8% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling